What is so special about Salesforce CRM for Small Businesses?

When it comes to Customer Relationship Management (CRM) software, Salesforce often takes the spotlight. But is it truly the best CRM solution for your business? In this quick 3-minute read, we’ll dive into the reality behind the hype and explore what makes a CRM truly stand out.

? 3 min read
GET STARTED WITH A FREE TRIAL >>

No credit card required!

What makes Salesforce CRM software unbeatable?

The Power of Salesforce has undoubtedly made a significant impact on the CRM market. With its robust features, extensive customization options, and seamless integration capabilities, it has won the hearts of many businesses. The user-friendly interface and vast ecosystem of apps and add-ons have contributed to its popularity. However, it’s important to dig deeper and consider if Salesforce meets your specific business needs. Salesforce offers a free trial and a dedicated account manager to walk you through the process and ensure that it aligns perfectly with your requirements.

Take advantage of the free trial and consult with an expert to see if Salesforce can be the ideal fit for your business!

The 7 Salesforce features small businesses should be using!

One simply cannot exclude Salesforce when coming up with a list of the best CRMs. Due to its outstanding features and functionality for corporations, developers, and commercial customers, Salesforce CRM has become a game-changing piece of software for both small and large businesses that are looking for ways to improve customer satisfaction in every way possible.

Salesforce consistently impresses users with new features that enhance usability. Here are seven standout features we encourage every business to explore:

  • In-built Dynamic Dashboards: Explore and visualize data effortlessly with sample datasets, dashboards, and applications in the trial version.
  • Connectivity to Different Data Sources: CRM Analytics now connects to various data sources like Google BigQuery, SAP, AWS, and CSV files, simplifying data integration.
  • Smarter Case Routing: Automate case routing based on skills and past success rates, optimizing case resolution.
  • Article Recommendations: CRM Analytics uses AI to recommend relevant knowledge articles, making information access faster and more accurate.
  • Einstein Discovery: Predict outcomes based on key performance indicators (KPIs) and receive insightful recommendations.
  • Next Best Action: Deliver impactful customer interactions by recommending cross-selling opportunities and more.
  • Event Monitoring Analytics: Track user activities, identify changing behavior patterns, and enhance data security and governance.

Spot opportunities, predict outcomes, get recommendations, and more with Salesfoce CRM

Is Salesforce CRM Software worth the investment?

While Salesforce may offer powerful features, it’s essential to consider pricing and benefits. Salesforce can be costly, especially for small businesses with limited budgets. Additionally, some businesses may find that they don’t require all the features Salesforce offers, making it less cost-effective. Get a free demo and a free quote tailored to your requirements here

GET A FREE TAILORED QUOTE >>
Looking for a more affordable CRM solution without sacrificing functionality? Discover Affordable Alternatives
  • Easy-to-use interface
  • Streamline customer service
  • 100% customizable
  • 3,000+ integrations
9.4
Visit Salesforce 30 day free trial

Salesforce is one of the most powerful CRM brands on the market, making it best equipped for businesses with a large sales team and complex needs.

We identified Salesforce’s top strengths as usability, customization & functionality. That’s because it boasts three CRM options in it’s extensive library of products allowing you to perform every CRM task under the sun.

It’s customers are loyal but also have very specific needs, generally prioritizing customization and big feature sets allowing Salesforce to amass over 150,000 customers (small and large).

Learn More
  • Contact, deal and task management
  • Sales and marketing automation
  • Easy, free CRM
  • Intuitive interface
9.5
Visit Hubspot 14 day free trial

If you’re in the market for a free CRM that can actually get some work done, HubSpot is what you’re looking for. It offers multiple pricing plans including a great free plan that doesn’t skimp too much on the features you need for client management.

HubSpot “Free” provides a customizable sales pipeline and quote proposal management at no cost, as well as the ability to view revenue data.

Understandably, you won’t get all the organization and management features, but for free, you could do a lot worse.

With a contact limit of one million, HubSpot is suitable for businesses running larger customer service operations.

Learn More
  • Flexible CRM Software
  • Small business to enterprise
  • Filter to suit workflow
8.8
Visit Zoho

Simplicity. That’s what you get with Zoho – no frills, no fuss, and no nonsense. Just a system that’s easy to set up, easy to use, and even easier on the eyes.

Zoho is also great for small businesses, thanks to its excellent features spanning sales, customer service, and marketing functionality.

The platform is also easy to use and quick to set up, while still providing a solid level of customization for those more advance tasks.

Learn More
  • Customer management, marketing & sales in one place
  • Clean & easy to use interface
  • Feature-rich, flexible CRM software
8.6
Visit Act!

Act! provides an all-in-one CRM and marketing automation solution at an incredibly reasonable price range that lets you automate repetitive tasks, market your business, manage leads, and reduce overhead.

Its powerful email campaign editor is a strength worth noting, as not many CRM platforms provide this.

Secondary to its rich features and price is the level of customer support, which is high compared to other small business CRMs.

Including CRM and Marketing Automation tools in one platform, it’s easy to market better, sell more, and create customers for life.

With over 35+ years in business, Act! has unparalleled industry know-how reflected in a robust, customizable CRM solution that is easily scalable as your business grows.

Learn More
  • Users close 28% more deals on average
  • Provides 24/7 live support on all plans
  • Trello, Slack & Teams integrations
9
Visit Pipedrive

Pipedrive is a CRM system with a focus on usability.

The app’s clean interface supports a tidy visual pipeline – viewable from the ‘deals’ screen. Pipedrive has preset stages but you can easily edit their name, add, and remove them to create a custom pipeline that accurately reflects your unique customer relationships.

It might take a more dialed-back approach but sophisticated CRM tools are still available with Pipedrive.

And, thanks to its user-focussed design, you won’t have to suffer through complicated set up processes for new functions.

Learn More
  • Flexible CRM Software
  • Small business to enterprise
  • Filter to suit workflow
8.6
Visit monday.com

Monday.com might be primarily known as a project management tool, but it’s also a full-featured CRM tool thanks to its fantastically customisable interface and huge arsenal of creative tools.

We identified monday’s top strengths as usability, customisation, and pricing. That’s because its an incredibly easy-to-use system that is also very wallet-friendly.

Once you sign up, you’re prompted to fill out a user-profile. This includes identifying an area you’d like to focus on (contact management, sales pipeline etc.).

The app is organised around a simple traffic-light system that categorises your workflow as either green (it’s completed), orange (I’m working on it), or red (I’m stuck), helping you to design a system that personalises the status of every customer relationship.

Learn More

Who are we?

Tech.co is a news, reviews, and advice site aimed at keeping you up-to-date on the very best consumer and business technology. We help our readers stay informed on the latest trends with reviews of devices, software, and business tech designed to help you make the best choices, because we believe that getting the right tech matters. Our recommendations are completely independent, based on in-depth research and always jargon-free.

Advertising disclosure

Please be advised that the operator of this site accepts advertising compensation from the companies listed, and such compensation impacts the location and order in which the companies (and/or their products) are presented. Company listings on this domain do not imply endorsement.

Read more →